Cate is in charge of our Client Relations Department, our day to day business operations and back office processing. As Client Relationship Manager, Cate is tasked with establishing, maintaining, and enhancing the relationship between our advisors and clients. She can provide assistance with account questions, research and specific requests. In addition, she would love to hear from you regarding any suggestions in our ongoing quest in providing you with exceptional service. Please don’t hesitate to call Cate if you have any questions regarding your online account or personal financial website information.
Cate graduated from Portland State University with a degree in Psychology and Child and Family Studies. Prior to joining the Full Spectrum team, Cate served as a social worker in the non-profit sector for developmentally and intellectually disabled communities.
Born and raised in New York, Cate currently lives on Long Island with her husband, Alex, and their dog, Baxter.